Obtain sie, series 7, and series 66 licenses within specified timeframes
Cultivate client relationships and recommend financial solutions
Execute multiple tasks in a fast-paced environment
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
Success in this position leads to progression into the Financial Solutions Advisor Stage II role with opportunities to advance within Bank of America and Merrill.
Matching Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain SIE, Series 7, and Series 66 licenses within specified timeframes
Cultivate client relationships and recommend financial solutions
Execute multiple tasks in a fast-paced environment
Nice-to-have
Bachelor's degree or one year of financial services experience
Strong peer collaboration and communication skills